Cart (0)
business newsTech Bulls Get Ready to Run?
Broadcom, VMWare could make big moves.
PRINT
 |
|
Editor's Note: The following was posted in real time on our premium Buzz & Banter (click for a free trial). It's being shared here for the benefit of the Minyanville community.
A quick look at some tech stories:
-
I find it interesting that Goldman has sold off on this news, as it has already done what it needed to do: Avoid this whole situation. It probably should be rising on stress-test angst.
-
Zions (ZION) stock is ugly, but I still think the regional banks hold some unique value. The problem is you have severe overnight risk…see today. However, over time, these massive net-interest margins will win the war - but we can't adopt the above plan (equity conversions), or all the work to shore up the system will have been for naught.
-
Broadcom (BRCM) buying Emulex (ELX) is a big deal behind the scenes, and it could change landscapes in a few verticals. I will have more on this later - but I like this deal for BRCM, and this should illustrate the power that BRCM now has in the chip space. Bottom line: Anything below $18.50 on BRCM, and I'll add to an already stocked position.
-
Does the BRCM deal make QLogic (QLGC) worth 35-50% more over time? Or does this make its leadership position much less tenable? Frankly, it could be both, as QLGC now has greater merger potential, but BRCM's entry also represents much greater (and dangerous) future competition.
The information on this website solely reflects the analysis of or opinion about the performance of securities and financial markets by the writers whose articles appear on the site. The views expressed by the writers are not necessarily the views of Minyanville Media, Inc. or members of its management. Nothing contained on the website is intended to constitute a recommendation or advice addressed to an individual investor or category of investors to purchase, sell or hold any security, or to take any action with respect to the prospective movement of the securities markets or to solicit the purchase or sale of any security. Any investment decisions must be made by the reader either individually or in consultation with his or her investment professional. Minyanville writers and staff may trade or hold positions in securities that are discussed in articles appearing on the website. Writers of articles are required to disclose whether they have a position in any stock or fund discussed in an article, but are not permitted to disclose the size or direction of the position. Nothing on this website is intended to solicit business of any kind for a writer's business or fund. Minyanville management and staff as well as contributing writers will not respond to emails or other communications requesting investment advice.
Copyright 2011 Minyanville Media, Inc. All Rights Reserved.
